Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $123 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: WFG ADV PART 2A BROCHURE (2026-04-21) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $600
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.39%
- Number of High-Net-Worth Clients
- 42
- Total Client Accounts
- 157
- Discretionary Accounts
- 157
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 13478
- WFG ADV PART 2A BROCHURE (2026-04-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗